Reading List

The most recent articles from a list of feeds I subscribe to.

ZachXBT: a crypto user lost $282M+ in BTC and LTC in a hardware wallet social engineering scam; XMR jumped as the attacker began converting the funds to Monero (Daniel Kuhn/The Block)

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Micron signs a letter of intent to buy a fabrication site in Taiwan from Powerchip for $1.8B to expand DRAM memory chip production, expected to close in Q2 2026 (Valentine Baldassari/Bloomberg)

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Beaconcha.in: a record ~36M ethereum tokens, or 30% of ethereum's total supply, worth ~$119B, are now staked, as institutional investors grow their share (Sage D. Young/Sherwood News)

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Sources: following investor backlash, Monzo to give outgoing CEO TS Anil an expanded role after he steps down in February; he is likely to retain a board seat (Laith Al-Khalaf/Financial Times)

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TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

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Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft (Robert Burnson/Bloomberg)

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Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow (Sherwood News)

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Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies (Ryan Vlastelica/Bloomberg)

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Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure (Barbara Moens/Financial Times)

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Luxembourg-based Hydrosat, which builds AI-based thermal infrared satellite tech to provide data for water resource management and more, raised a $60M Series B (Ingrid Lunden/Resilience Media)

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Anthropic appoints Irina Ghose, a former Microsoft India managing director, to lead its business in India, which has the second-largest user base for Claude (Jagmeet Singh/TechCrunch)

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Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US (Glenn Coin/Syracuse Post-Standard)

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Grid operator PJM plans to require large data centers to either bring their own power generation or curtail electricity use to prevent a large-scale outage (Reuters)

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Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (Financial Times)

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The US EPA rules that xAI acted illegally by using dozens of methane gas turbines to power its Colossus 1 and Colossus 2 data centers in the Memphis area (Dara Kerr/The Guardian)

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Sources: leaders at Thinking Machines Lab confronted Barret Zoph over an alleged relationship with another employee, who is no longer at the lab, in summer 2025 (Maxwell Zeff/Wired)

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Anthropic makes Claude Cowork available to $20/month Pro subscribers, after launching it for Max users, and says Pro users may hit their usage limits sooner (Ian Carlos Campbell/Engadget)

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California's AG sends a cease-and-desist letter to xAI, demanding the company halt the generation and distribution of non-consensual intimate images and CSAM (Julianna Bragg/Axios)

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Google says it's appealing the US v. Google ruling that found it has an illegal search monopoly and asks a court to pause some of the remedies during the appeal (Lauren Feiner/The Verge)

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Sources: Anchorage Digital, the first federally chartered US digital asset bank, is seeking to raise $200M to $400M, ahead of a possible IPO in 2027 (Olga Kharif/Bloomberg)

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